Sage Mountain Advisors’s Shell SHEL Stock Holding History

Sage Mountain Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+2,599	New	+$224K	0.01%	220
2026 Q1	–	Sell	-8,299	Closed	-$610K	–	516
2025 Q4	$610K	Sell	8,299 -14	-0.2%	-$1.03K	0.03%	242
2025 Q3	$595K	Sell	8,313 -9	-0.1%	-$648	0.03%	234
2025 Q2	$586K	Sell	8,322 -390	-4%	-$26.1K	0.04%	219
2025 Q1	$638K	Buy	8,712 +64	+0.7%	+$4.31K	0.05%	184
2024 Q4	$542K	Sell	8,648 -3,366	-28%	-$221K	0.04%	197
2024 Q3	$792K	Buy	12,014 +5,034	+72%	+$357K	0.07%	138
2024 Q2	$504K	Buy	6,980 +604	+9%	+$43.2K	0.05%	172
2024 Q1	$427K	Buy	6,376 +54	+0.9%	+$3.46K	0.04%	182
2023 Q4	$416K	Sell	6,322 -135	-2%	-$8.86K	0.05%	153
2023 Q3	$416K	Buy	6,457 +110	+2%	+$6.85K	0.06%	139
2023 Q2	$383K	Buy	6,347 +60	+1%	+$3.6K	0.05%	145
2023 Q1	$362K	Buy	+6,287	New	+$370K	0.06%	141

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sage Mountain Advisors's SHEL Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Shell (SHEL) in Q2 2026: 2,599 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in SHEL as recently as Q4 2025.

Sage Mountain Advisors first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $792K in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sage Mountain Advisors held 2,599 shares of Shell worth $202K as of Q2 2026.
Shell was a new Sage Mountain Advisors position in Q2 2026.
Shell made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #220 holding.
Sage Mountain Advisors first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Sage Mountain Advisors's Shell position peaked at $792K in Q3 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.